Campbell Deegan Wealth Management, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$112.0B
Holdings
42
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPGPINVESCO EXCHANGE TRADED FD T | 187,787 | $21.3B | 19.06% | |
| 2 | FDLOFIDELITY COVINGTON TRUST | 319,410 | $21.0B | 18.79% | |
| 3 | VTVVANGUARD INDEX FDS | 104,963 | $19.6B | 17.48% | |
| 4 | HELOJ P MORGAN EXCHANGE TRADED F | 231,084 | $15.0B | 13.41% | |
| 5 | VUGVANGUARD INDEX FDS | 16,902 | $8.1B | 7.24% | |
| 6 | JEPIJ P MORGAN EXCHANGE TRADED F | 87,388 | $5.0B | 4.46% | |
| 7 | SPYSPDR S&P 500 ETF TR | 3,416 | $2.3B | 2.03% | |
| 8 | AAPLAPPLE INC | 8,920 | $2.3B | 2.03% | |
| 9 | MSFTMICROSOFT CORP | 4,309 | $2.2B | 1.99% | |
| 10 | NVDANVIDIA CORPORATION | 7,428 | $1.4B | 1.24% | |
| 11 | 4I1PHILIP MORRIS INTL INC | 8,223 | $1.3B | 1.19% | |
| 12 | GOOGLALPHABET INC | 2,828 | $687.6M | 0.61% | |
| 13 | AUBATLANTIC UN BANKSHARES CORP | 19,248 | $679.3M | 0.61% | |
| 14 | ICEINTERCONTINENTAL EXCHANGE IN | 3,608 | $607.8M | 0.54% | |
| 15 | XOMEXXON MOBIL CORP | 5,321 | $599.9M | 0.54% | |
| 16 | NEENEXTERA ENERGY INC | 7,802 | $589.0M | 0.53% | |
| 17 | PKWINVESCO EXCHANGE TRADED FD T | 4,378 | $580.0M | 0.52% | |
| 18 | AMZNAMAZON COM INC | 2,590 | $568.8M | 0.51% | |
| 19 | JNJJOHNSON & JOHNSON | 2,942 | $545.5M | 0.49% | |
| 20 | DONSPDR DOW JONES INDL AVERAGE | 1,019 | $472.4M | 0.42% | |
| 21 | MRKMERCK & CO INC | 5,506 | $462.1M | 0.41% | |
| 22 | MOALTRIA GROUP INC | 6,754 | $446.2M | 0.40% | |
| 23 | CVXCHEVRON CORP NEW | 2,848 | $442.3M | 0.40% | |
| 24 | DDOMINION ENERGY INC | 7,039 | $430.6M | 0.38% | |
| 25 | TMOTHERMO FISHER SCIENTIFIC INC | 879 | $426.3M | 0.38% | |
| 26 | ORCLORACLE CORP | 1,427 | $401.4M | 0.36% | |
| 27 | BACBANK AMERICA CORP | 7,215 | $372.2M | 0.33% | |
| 28 | GOOGALPHABET INC | 1,506 | $366.8M | 0.33% | |
| 29 | HDHOME DEPOT INC | 864 | $350.0M | 0.31% | |
| 30 | LOWLOWES COS INC | 1,295 | $325.5M | 0.29% | |
| 31 | PGPROCTER AND GAMBLE CO | 2,062 | $316.9M | 0.28% | |
| 32 | PEPPEPSICO INC | 2,152 | $302.2M | 0.27% | |
| 33 | RSPINVESCO EXCHANGE TRADED FD T | 1,469 | $278.6M | 0.25% | |
| 34 | VYMVANGUARD WHITEHALL FDS | 1,968 | $277.4M | 0.25% | |
| 35 | GLGLOBE LIFE INC | 1,903 | $272.1M | 0.24% | |
| 36 | JPMJPMORGAN CHASE & CO. | 824 | $260.0M | 0.23% | |
| 37 | BABOEING CO | 1,189 | $256.6M | 0.23% | |
| 38 | JQUAJ P MORGAN EXCHANGE TRADED F | 3,614 | $227.3M | 0.20% | |
| 39 | METAMETA PLATFORMS INC | 304 | $223.6M | 0.20% | |
| 40 | JVALJ P MORGAN EXCHANGE TRADED F | 4,660 | $221.3M | 0.20% | |
| 41 | LLYELI LILLY & CO | 283 | $216.1M | 0.19% | |
| 42 | WMTWALMART INC | 1,952 | $201.2M | 0.18% |